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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1901
Grandview Asset Management
Pennsylvania
$548K -$38.7K -974 -7%
DAM
1902
Diamant Asset Management
Connecticut
$548K
RTS
1903
Round Table Services
New Jersey
$546K -$48K -1,209 -8%
GIA
1904
Gladstone Institutional Advisory
Florida
$546K +$177K +4,448 +50%
FCA
1905
Florence Capital Advisors
New York
$542K
QCM
1906
Quantinno Capital Management
New York
$542K +$524K +13,196 New
NWM
1907
Northwest Wealth Management
Iowa
$539K +$40 +1 +0%
SIG
1908
Sargent Investment Group
Maryland
$537K +$83.7K +2,108 +19%
MWM
1909
Meridian Wealth Management
Kentucky
$536K +$15.5K +391 +3%
KA
1910
Klingman & Associates
New York
$536K +$9.61K +242 +2%
BWA
1911
Burt Wealth Advisors
Maryland
$533K +$278 +7 +0.1%
GBBWRPM
1912
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$532K +$49.7K +1,251 +11%
BWP
1913
BSW Wealth Partners
Colorado
$531K
LFA
1914
Legacy Financial Advisors
Kentucky
$530K +$4.29K +108 +0.8%
NG
1915
Northstar Group
New York
$527K +$6.83K +172 +1%
WAG
1916
Winthrop Advisory Group
Massachusetts
$526K -$4.61K -116 -0.9%
LFG
1917
LifePlan Financial Group
Ohio
$525K
BI
1918
Ballast Inc
Kentucky
$525K +$7.07K +178 +1%
PV
1919
Private Vista
Illinois
$525K +$32.3K +813 +7%
HBWM
1920
Hollow Brook Wealth Management
New York
$524K +$14.7K +369 +3%
CFG
1921
Cooper Financial Group
California
$523K +$45.5K +1,145 +10%
HPWM
1922
Highland Private Wealth Management
Washington
$523K +$52.1K +1,312 +11%
KLI
1923
Kelman-Lazarov Inc
Tennessee
$521K
NAS
1924
Nicolet Advisory Services
Wisconsin
$520K -$12.5K -316 -2%
GWI
1925
Grace & White Inc
New York
$520K